PwC Seasonal Financial Education Practice Tax Senior Associate in Boston, Massachusetts
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The PwC network is a global market leader in tax services.
We assist businesses, individuals, and organizations with tax strategy, planning, and compliance, while also delivering a wide range of business advisory services.
With over 32,000 tax professionals, this means that the PwC network can support our clients both locally and globally.
We have experience working with an expansive and diverse client-base, which comprises all types of businesses-multinationals, local companies, privately-owned organizations, entrepreneurs, family businesses, trusts, partnerships, and private individuals.
PricewaterhouseCoopers Financial Education Practice, which is part of the Private Company Services (PCS) practice, specializes in employee group financial education, counseling and benefits communication.
The Financial Counselor is part of the Financial Education Practice, which is part of the Private Company Services ("PCS") practice, which specializes in employee group financial education, counseling and benefits communication.
Minimum Years of Experience: 2
Minimum Degree Required: Bachelor's degree
Certification(s) Preferred: CFP, CPA, CFA and/or JD
Demonstrated knowledge of common benefit plans (i.e., defined contribution plan, defined benefit plan, stock options, stock appreciation rights, deferred compensation plan).
Demonstrated ability to provide one-on-one employee financial counseling via phone, email, and occasionally in person.
Proven ability to perform as a technical specialist in individual financial planning and individual income tax.
Demonstrated ability to understand and communicate conceptual and technical ideas.
Proven ability to document call dialogues in writing and summarizing information succinctly.
Ability and willingness to conduct financial planning and benefits education workshops/seminars for client's employees in person or via the web.
Demonstrated ability to communicate effectively with clients and internal executives in a verbal and written format.
Demonstrated ability to provide exceptional client service.
Demonstrated ability to effectively multi-task and pay attention to detail.
Demonstrated ability to produce high quality work in a deadline driven, fast-paced, changing environment.
Comfortable using a variety of technology applications to complete job responsibilities.
Demonstrated ability to work well independently and on teams, both locally and virtually.
Demonstrated experience remaining current on individual tax law changes and financial planning knowledge.
Proven experience solving difficult problems
and seeking assistance when necessary.
All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law.